Barber Financial Group’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Barber Financial Group’s Portfolio VCSH Stock Details VCSH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$298K	Buy	3,910 +92	+2%	+$6.97K	0.05%	105
2022 Q4	$287K	Sell	3,818 -480	-11%	-$35.9K	0.08%	104
2022 Q3	$319K	Sell	4,298 -540	-11%	-$41.1K	0.09%	95
2022 Q2	$369K	Buy	4,838 +1,347	+39%	+$104K	0.06%	89
2022 Q1	$273K	Buy	3,491 +73	+2%	+$5.81K	0.04%	122
2021 Q4	$278K	Hold	3,418	–	–	0.03%	136
2021 Q3	$282K	Buy	+3,418	New	+$282K	0.04%	131
2018 Q3	–	Sell	-3,062	Closed	-$239K	–	144
2018 Q2	$239K	Sell	3,062 -1,829	-37%	-$143K	0.07%	103
2018 Q1	$384K	Sell	4,891 -70	-1%	-$5.51K	0.1%	87
2017 Q4	$393K	Buy	4,961 +134	+3%	+$10.7K	0.1%	80
2017 Q3	$387K	Buy	4,827 +282	+6%	+$22.6K	0.11%	68
2017 Q2	$364K	Buy	4,545 +1,926	+74%	+$154K	0.12%	53
2017 Q1	$209K	Buy	+2,619	New	+$208K	0.07%	78

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barber Financial Group's VCSH Position: Q1 2023 in Review

Barber Financial Group increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 2.4% in Q1 2023, buying an estimated $6.97K and bringing the position to 3,910 shares worth $298K. The position accounts for 0.05% of the portfolio, ranked #105.

Barber Financial Group first reported a position in VCSH in Q1 2017 and has held it in 13 quarters since. The position peaked at $393K in Q4 2017. 1,239 funds tracked by Wall St. Rank hold VCSH as of Q1 2023.

Barber Financial Group held 3,910 shares of Vanguard Short-Term Corporate Bond ETF worth $298K as of Q1 2023.
Barber Financial Group bought 92 Vanguard Short-Term Corporate Bond ETF shares in Q1 2023, an estimated $6.97K.
Vanguard Short-Term Corporate Bond ETF made up 0.05% of Barber Financial Group's portfolio in Q1 2023, its #105 holding.
Barber Financial Group first reported a position in Vanguard Short-Term Corporate Bond ETF in Q1 2017 and has held it in 13 quarters since.
Barber Financial Group's Vanguard Short-Term Corporate Bond ETF position peaked at $393K in Q4 2017.
1,239 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.